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Exporting Lists of Clients

Importing clients

Mica Manson avatar
Written by Mica Manson
Updated over 2 weeks ago

It's easy to export your client list, see the step by step instructions below.

While in setup mode under "Add Clients" click the import client button.


Export a Client Report

  1. How to Export Your Client List on Fons

    Exporting your client list on Fons is a quick and easy way to keep track of your clients and their information. In this article, we will guide you through the steps to export your client list in either CSV or PDF format.

    Step 1: Log in to Fons

    To begin, log in to your Fons account using your username and password.

    Step 2: Navigate to the Clients tab

    Once you are logged in, click on the "Clients" tab located at the top of the page.

    Step 3: Select "Export Client List" from the "Actions" drop down menu

    From the "Actions" drop down menu, located on the right side of the page, select "Export Client List".

    Step 4: Choose your preferred filters

    Next, choose your preferred filters to narrow down your client list. You can filter by labels or status.

    Step 5: Select the format

    You have the option to export your client list in either CSV or PDF format. Choose the format that works best for you.

    Option 1: CSV

    If you choose CSV, your client list will be exported as a spreadsheet that can be opened in programs like Microsoft Excel or Google Sheets.

    Option 2: PDF

    If you choose PDF, your client list will be exported as a document that can be opened in programs like Adobe Acrobat or Preview.

    Step 6: Click "Open" or "Download"

    Once you have selected your preferred format, click on the "Open" or "Download" button to get your report.

    Congratulations! You have successfully exported your client list on Fons. You can now use this report to keep track of your clients and their information.

    If you have any further questions or need assistance, please don't hesitate to contact our support team. We are always happy to help!


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